EWM
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Evercore Wealth Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.09M Sell
25,982
-75
-0.3% -$20.5K 0.11% 86
2025
Q1
$6.99M Sell
26,057
-1,213
-4% -$326K 0.11% 86
2024
Q4
$9.12M Buy
27,270
+250
+0.9% +$83.6K 0.14% 76
2024
Q3
$7.4M Sell
27,020
-117
-0.4% -$32K 0.11% 82
2024
Q2
$6.98M Buy
27,137
+145
+0.5% +$37.3K 0.11% 83
2024
Q1
$8.13M Sell
26,992
-745
-3% -$224K 0.13% 78
2023
Q4
$7.3M Buy
27,737
+585
+2% +$154K 0.12% 75
2023
Q3
$5.51M Buy
27,152
+1,468
+6% +$298K 0.1% 86
2023
Q2
$5.43M Sell
25,684
-1,414
-5% -$299K 0.1% 91
2023
Q1
$5.41M Sell
27,098
-964
-3% -$193K 0.11% 88
2022
Q4
$3.72M Sell
28,062
-11,261
-29% -$1.49M 0.08% 104
2022
Q3
$5.66M Sell
39,323
-156
-0.4% -$22.4K 0.13% 81
2022
Q2
$6.52M Buy
39,479
+80
+0.2% +$13.2K 0.14% 75
2022
Q1
$8.37M Sell
39,399
-90
-0.2% -$19.1K 0.15% 72
2021
Q4
$10M Sell
39,489
-370
-0.9% -$94K 0.16% 69
2021
Q3
$10.8M Sell
39,859
-1,056
-3% -$286K 0.2% 64
2021
Q2
$9.99M Buy
40,915
+4,833
+13% +$1.18M 0.18% 66
2021
Q1
$7.64M Sell
36,082
-104
-0.3% -$22K 0.15% 78
2020
Q4
$8.05M Buy
36,186
+375
+1% +$83.4K 0.17% 71
2020
Q3
$9M Buy
35,811
+259
+0.7% +$65.1K 0.22% 62
2020
Q2
$6.66M Buy
35,552
+1,252
+4% +$235K 0.18% 71
2020
Q1
$4.94M Sell
34,300
-1,295
-4% -$186K 0.16% 78
2019
Q4
$5.79M Buy
35,595
+1,196
+3% +$195K 0.16% 83
2019
Q3
$5.11M Buy
34,399
+183
+0.5% +$27.2K 0.15% 87
2019
Q2
$5.19M Buy
34,216
+178
+0.5% +$27K 0.16% 84
2019
Q1
$5.39M Buy
34,038
+5,427
+19% +$860K 0.17% 85
2018
Q4
$3.92M Buy
28,611
+1,778
+7% +$244K 0.15% 94
2018
Q3
$4.27M Buy
26,833
+211
+0.8% +$33.6K 0.14% 95
2018
Q2
$3.63M Sell
26,622
-56
-0.2% -$7.64K 0.12% 101
2018
Q1
$3.1M Sell
26,678
-350
-1% -$40.7K 0.12% 102
2017
Q4
$2.76M Sell
27,028
-285
-1% -$29.1K 0.1% 112
2017
Q3
$2.55M Buy
27,313
+185
+0.7% +$17.3K 0.1% 120
2017
Q2
$2.35M Sell
27,128
-23
-0.1% -$1.99K 0.09% 123
2017
Q1
$2.24M Sell
27,151
-785
-3% -$64.7K 0.09% 123
2016
Q4
$1.91M Sell
27,936
-1,333
-5% -$91.3K 0.08% 133
2016
Q3
$2.09M Hold
29,269
0.09% 130
2016
Q2
$2.32M Sell
29,269
-276
-0.9% -$21.9K 0.1% 121
2016
Q1
$2.18M Sell
29,545
-524
-2% -$38.7K 0.1% 118
2015
Q4
$2.36M Buy
30,069
+2,800
+10% +$219K 0.11% 123
2015
Q3
$1.89M Sell
27,269
-300
-1% -$20.8K 0.09% 131
2015
Q2
$1.92M Buy
27,569
+99
+0.4% +$6.9K 0.09% 140
2015
Q1
$1.84M Hold
27,470
0.08% 147
2014
Q4
$1.63M Buy
27,470
+5,350
+24% +$317K 0.08% 136
2014
Q3
$1.27M Hold
22,120
0.06% 167
2014
Q2
$1.29M Sell
22,120
-1,855
-8% -$108K 0.07% 164
2014
Q1
$1.37M Buy
+23,975
New +$1.37M 0.08% 159